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Adding or removing an occupant record inside a space departmental assignment record.

In this session, facilities management staff will learn how to find inventory items in U Market's catalog, request parts for a work task, and remove items that are no longer needed. 

Live training is available on an as-needed basis. Contact [email protected] to request one-on-one or small group training sessions for this course.

This guide walks through the steps required to create and track Purchase Orders and Change Orders for Real Estate. 

This guide walks through the basic steps required to complete the initial setup for a Real Estate Lease.  

Miscellaneous costs transactions are for charging items i.e. equipment usage, bulk materials. It can also be used to charge service fees where there are published rates i.e. lab fees, key cutting. The transaction is completed in a work task. To facilitate the transaction the Expenditure type determines the chart string and sometimes the amount if it is associated with a pre-loaded rate. The Work Task chart string is charged the amount.

This guide details how to use the Notes and Documents Tab.

This guide describes how to request parts or remove your request. If you have requested parts and they are issued. They can not be removed. Ask your supervisor to return the parts for you.

This guide will provide instructions on how to make a GL correction.

This guide describes all necessary processes as they relate to work tasks intended for frontline facilities staff.

Learn how to enter time on the desktop for a work task, using time sheet entry. NOTE: Once you add a time log to a work task, you CAN NOT be removed as a resource. The removal of the resource will disconnect the time entry from the work task.